Integration
Connect Metaview and vTiger CRM
When New Conversation fires in Metaview, your agent runs Create Contact in vTiger CRM, or New Contact (polling) in vTiger CRM to Send sourcing message in Metaview. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Metaview and vTiger CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Metaview and vTiger CRM can do together
From Metaview to vTiger CRM
When New Conversation in Metaview
then Create Contact in vTiger CRM
From vTiger CRM to Metaview
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Metaview and vTiger CRM
Triggers and actions 7 triggers · 49 actions
- New Conversation
Triggers when a new conversation is available in Metaview.
- Build chart
Creates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment.
- Check enrichment status
Returns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type.
- Create AI field
Creates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type.
- Create report
Builds a report from conversations with filtering, metrics, grouping, and custom field inclusion.
- Fetch candidates
Looks up candidate information by ID, LinkedIn URL, email, or phone number in bulk.
- Find candidate's sequences
Finds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone.
- Get note template
Returns a note generation template by ID for use in automating note creation.
- Get search details
Retrieves configuration and results for a sourcing search by ID.
- Get sourcing analytics
Returns sourcing analytics and metrics grouped by user, search, or date range with filtering options.
- Get sourcing messages
Lists outreach messages sent in a sourcing search with pagination support.
- Get User Context
Returns information about the connected user account and available features.
- Give sourcing feedback
Submits feedback on candidates from a sourcing search, optionally linking to the search that sourced them.
- Group conversations
Groups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group.
- List application reviews
Returns a list of application reviews, optionally filtering by name or showing only active ones.
- List ATS jobs
Returns ATS job postings, optionally filtered by job title.
- List ATS stages
Returns hiring pipeline stages for a job, or workspace-level stages if no job is specified.
- List available fields
Returns available data fields for reports, optionally filtered by name.
- List candidates in sequence
Returns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details.
- List field values
Returns distinct values for a field across conversations, useful for building filters or dropdowns.
- List mailboxes
Returns email mailboxes available in this Metaview workspace.
- List note template folders
Returns folders of note templates organized in the workspace.
- List note templates
Returns note templates available in the workspace, optionally filtered by name or with full section details.
- List sequences
Returns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested.
- List sourcing candidates
Returns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level.
- List sourcing searches
Returns all sourcing searches with optional pagination.
- Manage candidate sequence
Adds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence.
- Manage note template
Creates, updates, or deletes call note templates with customizable sections for structured note-taking.
- Manage sequence
Creates, updates, duplicates, or deletes recruitment sequences.
- Search conversations
Searches call conversations with optional filtering, sorting, and field selection.
- Search reports
Searches reports by name, category, or ID with optional full configuration details.
- Send sourcing message
Starts or continues a sourcing or research search with a message to the AI agent.
- New Contact (polling)
Fires when a new Contact is created in vTiger. Polls via VTQL ordered by createdtime.
- New event
Triggered when any new event is added to your calendar.
- New Lead (polling)
Fires when a new Lead is created in vTiger. Polls via VTQL ordered by createdtime.
- New opportunity
Triggered when a new opportunity (Potential) is created in vTiger CRM.
- New organization
Triggered when any new organization (Account) is added in vTiger CRM.
- New ticket
Triggered when any new ticket (HelpDesk record) is added.
- Create Account
Create an Account (organization) in vTiger. Provide accountname (required) plus any other Account fields.
- Create Contact
Create a Contact in vTiger. Provide lastname (required) and any other Contact fields.
- Create Lead
Create a Lead in vTiger. Provide lastname and company (required) plus any other Lead fields.
- Create Opportunity
Create an Opportunity (Potential) in vTiger. Provide potentialname, related_to, sales_stage, closingdate (required) plus other fields.
- Create Record
Create a record in any vTiger module. Pass elementType (module name) and element (a JSON object of field values).
- Create Ticket
Create a Help Desk Ticket in vTiger. Provide ticket_title, assigned_user_id (required) plus other fields.
- Delete Record
Delete a vTiger record by its id (e.g. 11x123).
- Describe Module
Describe the fields and metadata of a vTiger module.
- Get Current User (me)
Return the logged-in vTiger user — useful as a connection/auth smoke test.
- List Accounts
List Accounts (organizations) via VTQL. Optional limit (default 100).
- List Contacts
List Contacts via VTQL. Optional limit (default 100).
- List Leads
List Leads via VTQL. Optional limit (default 100).
- List Modules (listtypes)
List all accessible vTiger modules (element types).
- List Opportunities
List Opportunities (Potentials) via VTQL. Optional limit (default 100).
- List Tickets
List Help Desk Tickets via VTQL. Optional limit (default 100).
- Query (VTQL)
Run a vTiger Query Language (VTQL) SELECT statement and return matching records.
- Retrieve Record
Retrieve a single record by its vTiger record id (e.g. 11x123).
- Update Record
Update an existing vTiger record. The element JSON must include the record id and all mandatory fields.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Metaview and vTiger CRM, answered
What can start an automation from Metaview?
Any of Metaview's 1 trigger in the catalog, including New Conversation. Describe the moment in plain language and your agent picks the right one.
What can your agent do in vTiger CRM when something happens in Metaview?
Any of vTiger CRM's 18 actions, including Create Account, Create Contact, Create Lead and Create Opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from vTiger CRM to Metaview?
Yes. When something happens in vTiger CRM, your agent can act in Metaview too. This page covers both directions: vTiger CRM's triggers and Metaview's actions are listed here as well.
Do I have to build a connector for Metaview or vTiger CRM?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Metaview and vTiger CRM without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.